Latest Institutional Transactions on First Trust Managed Futures St (FMF)
This table provides information on the latest institutional transactions involving First Trust Managed Futures St (FMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-800Closed |
$38.3K - $40K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 19.64% |
$61.6K - $64.3K
|
5.26K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-361- 93.77% |
$17.3K - $18.1K
|
24
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.52KNew |
$216K - $226K
|
4.52K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.5K- 25.8% |
$71.9K - $75.1K
|
4.32K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 0.17% |
$2.49K - $2.6K
|
31.3K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-291- 4.58% |
$13.9K - $14.6K
|
6.07K
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 1.55% |
$3.97K - $4.15K
|
5.26K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.72K- 9.7% |
$322K - $336K
|
62.5K
$2.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.34KNew |
$208K - $217K
|
4.34K
$204K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
58.8KNew |
$2.74M - $2.86M
|
58.8K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
526+ 11.19% |
$24.5K - $25.6K
|
5.23K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.81K- 27.78% |
$84.4K - $88.2K
|
4.71K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.46KNew |
$208K - $217K
|
4.46K
$209K
|
|
| Q1 2023 | |||||||
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.3KClosed |
$750K - $785K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200New |
$9.17K - $9.61K
|
200
$9.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.28KNew |
$288K - $302K
|
6.28K
$295K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 2.8% |
$2.43K - $2.55K
|
1.95K
$91.6K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-94.4KClosed |
$4.33M - $4.54M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.43K- 35.37% |
$157K - $165K
|
6.26K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229New |
$10.5K - $11K
|
229
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 38.85% |
$7.43K - $7.78K
|
255
$12K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 79.61% |
$3.76K - $3.94K
|
21
$987
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 29.31% |
$465K - $487K
|
24.4K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77KNew |
$3.53M - $3.7M
|
77K
$3.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-23.5K- 55.81% |
$1.08M - $1.13M
|
18.6K
$876K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
69New |
$3.23K - $3.63K
|
69
$3.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.3KNew |
$248K - $279K
|
5.3K
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$2.57K - $2.89K
|
55
$2.59K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.36K- 14.75% |
$63.3K - $71.2K
|
7.83K
$368K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-268K- 97.05% |
$12.5M - $14.1M
|
8.15K
$383K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.12K- 11.72% |
$52.3K - $58.8K
|
8.42K
$396K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
SELL
|
- |
-3.9K- 2.59% |
$182K - $205K
|
146K
$6.88M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.92KNew |
$276K - $311K
|
5.92K
$278K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.4K+ 97.34% |
$1.28M - $1.44M
|
55.6K
$2.61M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.46KNew |
$70.8K - $75.5K
|
1.46K
$68.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
9.72KNew |
$473K - $504K
|
9.72K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
369+ 113.89% |
$17.9K - $19.1K
|
693
$32.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59.1K+ 69.79% |
$2.87M - $3.06M
|
144K
$6.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
730+ 24.71% |
$35.5K - $37.8K
|
3.68K
$173K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$700K - $746K
|
14.4K
$677K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$49K - $54.2K
|
1K
$47K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$232K - $257K
|
4.74K
$223K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-187Closed |
$9.16K - $10.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.97KNew |
$341K - $377K
|
6.97K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
366New |
$17.9K - $19.8K
|
366
$17.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-471- 78.24% |
$23.1K - $25.5K
|
131
$6.16K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
147New |
$7.2K - $7.96K
|
147
$6.91K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.9KClosed |
$632K - $698K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21Closed |
$941 - $1.11K
|
0
$0
|
|